Catamount Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Catamount Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$37K	Hold	131	–	–	0.02%	95
2018 Q4	$36K	Hold	131	–	–	0.02%	81
2018 Q3	$38K	Hold	131	–	–	0.02%	92
2018 Q2	$37K	Hold	131	–	–	0.02%	89
2018 Q1	$35K	Hold	131	–	–	0.02%	90
2017 Q4	$35K	Buy	+131	New	+$34.3K	0.02%	93
2015 Q4	–	Sell	-7	Closed	-$1K	–	135
2015 Q3	$1K	Hold	7	–	–	﹤0.01%	130
2015 Q2	$1K	Hold	7	–	–	﹤0.01%	180
2015 Q1	$1K	Hold	7	–	–	﹤0.01%	150
2014 Q4	$1K	Buy	+7	New	+$1.42K	﹤0.01%	124

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Catamount Wealth Management's IVV Position: Q1 2019 in Review

Catamount Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2019 at 131 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #95.

Catamount Wealth Management first reported a position in IVV in Q4 2014 and has held it in 10 quarters since. The position peaked at $38K in Q3 2018. 1,604 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

Catamount Wealth Management held 131 shares of iShares Core S&P 500 ETF worth $37K as of Q1 2019.
Catamount Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2019.
iShares Core S&P 500 ETF made up 0.02% of Catamount Wealth Management's portfolio in Q1 2019, its #95 holding.
Catamount Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 10 quarters since.
Catamount Wealth Management's iShares Core S&P 500 ETF position peaked at $38K in Q3 2018.
1,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.